ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Monument Group Wealth Advisors, LLC's Holding History (CIK: 0001965665)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 991 Value ($000) $679 Avg Close — Range —
Q3 2025
Shares 987 Value ($000) $661 Avg Close — Range —
Q2 2025
Shares 987 Value ($000) $613 Avg Close — Range —
Q1 2025
Shares 985 Value ($000) $554 Avg Close — Range —
Q4 2024
Shares 974 Value ($000) $574 Avg Close — Range —
Q3 2024
Shares 972 Value ($000) $561 Avg Close — Range —
Q2 2024
Shares 905 Value ($000) $495 Avg Close — Range —
Q1 2024
Shares 584 Value ($000) $307 Avg Close — Range —
Q4 2023
Shares 606 Value ($000) $290 Avg Close — Range —